GRP

Global Retirement Partners Portfolio holdings

AUM $4.47B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$608M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,750
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.13M
3
+$4.72M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.48M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$2.85M

Top Sells

1
+$5.27M
2
+$3.44M
3
+$3.25M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.03M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$1.13M

Sector Composition

1 Financials 14.97%
2 Technology 5.58%
3 Healthcare 4.88%
4 Consumer Discretionary 3.68%
5 Consumer Staples 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$23K ﹤0.01%
434
+10
852
$23K ﹤0.01%
181
-32
853
$23K ﹤0.01%
471
-16
854
$23K ﹤0.01%
668
+622
855
$23K ﹤0.01%
429
856
$23K ﹤0.01%
96
-21
857
$23K ﹤0.01%
147
858
$23K ﹤0.01%
395
-31
859
$23K ﹤0.01%
2,000
860
$23K ﹤0.01%
73
861
$22K ﹤0.01%
844
862
$22K ﹤0.01%
144
-66
863
$22K ﹤0.01%
753
864
$22K ﹤0.01%
849
865
$22K ﹤0.01%
798
+551
866
$22K ﹤0.01%
224
-127
867
$22K ﹤0.01%
971
+303
868
$22K ﹤0.01%
342
869
$22K ﹤0.01%
104
+98
870
$22K ﹤0.01%
800
871
$22K ﹤0.01%
1,027
+51
872
$22K ﹤0.01%
3,179
+462
873
$22K ﹤0.01%
151
+26
874
$22K ﹤0.01%
287
875
$22K ﹤0.01%
398
33 34
35
36 37